Where to Find Forms

Navigate to the insured record:

1. Open an Insured

2. Click on the Documents tab

3. Select Forms

➕ Adding & Selecting Forms

Within the forms list:

• View all available ACORD and Custom PDF Forms

• Use Search to quickly locate a form

• Select a form from the list to begin working with it

✔ Forms are available at the insured level
✔ Can be reused across policies and workflows

⭐ Favoriting Forms

You can prioritize frequently used forms:

• Click the ⭐ star icon next to a form

• Favorited forms will automatically move to the top of the list

This is especially useful for commonly used ACORD forms.

✏️ Editing a Form

To begin editing:

1. Locate the desired form

2. Click Actions → Edit

Mapping Data to Forms

Once inside the form editor, you can map the form to various data sources within Momentum:

• Policies

• Properties

• General Liability Exposures

• Workers Compensation Exposures

Why This Matters

• Automatically populates form data

• Reduces manual entry

• Ensures consistency across documents

• Speeds up quoting and submission workflows

Best Practices

• ⭐ Favorite frequently used forms to save time

• Always map forms correctly before using them in workflows

• Double-check that exposures and policies are selected properly

• Use consistent naming when saving edited forms

Summary

Momentum AMS makes it easy to:

• Access ACORD and custom PDF forms

• Quickly edit and populate forms

• Map forms to policies and exposures

• Streamline document workflows